Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Lynn Mathison is a financial advisor with over 20 years of experience in the industry. Tonya Lynn Mathison is currently registered with Principal Securities, Inc. and has held previous positions with several other firms, including Transamerica Financial Advisors, Inc, Park Avenue Securities LLC, Allstate Financial Services, LLC, FSC Securities Corporation, MML Investors Services, Inc., Financial Telesis Inc, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Tonya Lynn Mathison is licensed to provide financial advice in numerous states across the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
NE
06/08/2023 - Present
Principal Securities, Inc. (PLATTSMOUTH NE)
CA
02/03/2012 - 04/03/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (LAFAYETTE CA)
CA
07/20/2011 - 01/05/2012
PARK AVENUE SECURITIES LLC (SAN RAMON CA)
CA
11/26/2008 - 07/13/2011
ALLSTATE FINANCIAL SERVICES, LLC (CASTRO VALLEY CA)
CA
04/28/2008 - 11/28/2008
FSC SECURITIES CORPORATION (SAN RAMON CA)
CA
02/08/2002 - 10/24/2007
MML INVESTORS SERVICES, INC. (WALNUT CREEK CA)
CA
10/02/2000 - 06/04/2002
FINANCIAL TELESIS INC (SAN RAFAEL CA)
IN
07/16/1996 - 06/04/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/16/1996 - 06/04/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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